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How can I set my initial balances? (Pro)
How can I set my initial balances? (Pro)
Ashleigh Rockwell avatar
Written by Ashleigh Rockwell
Updated over a week ago

In order to have an accurate Balance Sheet, you may want to set up your “beginning balances” in Hurdlr. For each account that you’ve linked with Hurdlr, you will want to look up the balance from that account on the date immediately before you started using Hurdlr.

To set your initial balances, you can create a manual journal entry. For example, if you started tracking transactions from your credit card in Hurdlr on 1/1/21, then you would want to enter your credit card balance as of 1/1/21.

Please consult your bookkeeper before making manual journal entries. Pro users can also invite their accountant to make manual journal entries on their behalf.

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